- BlackRock (Dallas, TX)
- …what they mean, and how they impact our client's tax porting and investor deliverables. + Interact with external tax preparers and work internally with Treasury ... (K-1s, PFIC statements, etc.) to facilitate tax preparers' work. + Prepare investor data templates to facilitate preparation of accurate investor filings… more
- ABM Industries (New York, NY)
- …ABM's offerings to industry issues and client priorities. **Executive & Investor Communications Support** Partner with the VP, Communications to develop thought ... leadership and social content for senior executives. Support Investor Relations communications (IR site content, quarterly earnings preparation). **Collaboration,… more
- JPMorgan Chase (New York, NY)
- …to build a credible and successful research franchise, engage with institutional investor clients and internal partners, and maintain and build management and ... for lead coverage of approximately 20 stocks + Engage with institutional investor clients and internal partners, including salespeople and traders, to share… more
- Cushman & Wakefield (New York, NY)
- …and support for all broker training programs. + Organize around our occupier and investor clients including: + Align with Client Coverage model for key occupier and ... investor accounts + Partner with service line and other...asset management experience. At least five years of either investor or broker's side commercial office leasing experience, ideally… more
- Insight Global (Harrison, NY)
- …Review and edit correspondence, reports, presentations, Board of Directors materials, investor materials, and internal documents. - Prepare agendas, materials and ... follow-ups for meetings (internal, board, investor , regulatory). May take minutes, track action items and...solutions, follow through with minimal supervision. - Familiarity with investor relations tools, board portals, or document control is… more
- RGP (Atlanta, GA)
- …general ledger review, and reconciliations. + Review journal entries, investor allocations, and financial reporting deliverables for accuracy and completeness. ... + Manage repo and investor reporting flows while supporting servicing analytics. + Partner...accounting close processes. + Solid understanding of loan banking, investor reporting, and reconciliations. + Familiarity with CRE or… more
- US Tech Solutions (KS)
- …all insurance matters. This is accomplished within the parameters of individual investor guides, Pooling and Servicing Agreements, applicable law and the mortgage ... all insurance matters. This is accomplished within the parameters of individual investor guides, Pooling and Servicing Agreements, applicable law and the mortgage… more
- BlackRock (Dallas, TX)
- …Level terms for each client. + Coordinating the completion of all Client/ Investor requests received into the Client Relations inbox. + Onboarding investors in ... a Managed Fund or a Transfer of Interest. + Creating and maintaining Client/ Investor contacts in Helios, including defining and maintaining user access rights. +… more
- Robert Half Finance & Accounting (Dallas, TX)
- …Responsibilities: * Prepare and analyze financial statements, reporting packages, and investor capital statements in alignment with legal agreements and operating ... and ensure compliance with audit requirements. * Assist Asset Management and Investor Relations teams with investor inquiries, audit confirmations, and… more
- Renters Warehouse (Land O' Lakes, FL)
- …growth goals by converting inbound leads, upselling current clients, guiding investor acquisitions, and securing listing opportunities when properties are sold. ... Build a strong network of agents, lenders, wholesalers, and investor partners to source deal flow and referrals. Collaborate...and sales. Represent the company at real estate events, investor meetups, and conferences. + Serve as Local Sales… more